Feedstock Strategy 2035

The transformation of the European fuel market is fundamentally changing demand for biogenic feedstocks. RED III, increasingly ambitious greenhouse gas reduction targets and the ReFuelEU Aviation Regulation will significantly increase demand for sustainable and, in particular, advanced feedstocks by 2035. At the same time, Biodiesel, HVO, SAF and Biomethane are increasingly competing for limited supply of waste and residue feedstocks. This changes the key question: It is no longer simply “Where do I source my feedstock?”, but rather “Which feedstock will create the greatest long-term strategic value?”

A future-proof feedstock strategy for 2035 therefore requires more than procurement. It combines availability, sustainability, regulatory classification, greenhouse gas performance, technical suitability and commercial viability. Advanced feedstocks listed in Annex IX, Part A will become increasingly important. Equally important will be the early identification of new and currently underutilised waste and residue streams.

For companies, this means diversifying feedstock portfolios, securing supply chains for the long term and developing alternative feedstocks at an early stage. At the same time, companies must determine which conversion pathway creates the greatest value – Biodiesel, HVO, SAF or Biomethane.

The best feedstock strategy through 2035 will not be determined by the lowest purchase price. What matters is securing access today to the feedstocks, supply chains and partnerships that will become scarce, in demand and strategically valuable tomorrow.